KC
KC

Konstantina Castro

22 Years of Experience
Vancouver, WA
BrokerSells Insurance

Konstantina Castro is a registered investment advisor, based in Vancouver, WA, with 22 years of industry experience.

Location

Vancouver, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Konstantina is a Registered Representative/Investment Advisor Representative providing investment advisory services and financial solutions to clients, including insurance products. She also owns rental real estate and is a member of a real estate LLC for estate planning purposes.

Employment History
Current Registrations
Kestra Investment Services, LLC
June 2019 - Present · 6 yrs 11 mos
Kestra Advisory Services, LLC
June 2019 - Present · 6 yrs 11 mos
Kestra Investment Services, LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
January 2015 - June 2019 · 4 yrs 5 mos
Foresters Financial Services, INC.Broker
July 2003 - June 2019 · 15 yrs 11 mos
State Registrations16 states
AZCAFLIDMIMTNCNJNVNYORPATXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Konstantina Castro - Financial Advisor | TrueAdvisor